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AppFolio
APPF

133 hedge funds and large institutions have $842M invested in AppFolio in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

88% more call options, than puts

Call options by funds: $4.25M | Put options by funds: $2.26M

36% more capital invested

Capital invested by funds: $620M → $842M (+$222M)

13% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 38

11% more funds holding

Funds holding: 120 → 133 (+13)

2.06% more ownership

Funds ownership: 64.96% → 67.01% (+2.1%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
133
Holders Change
+13
Holders Change %
+10.83%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
28
Increased
43
Reduced
38
Closed
14
Calls
$4.25M
Puts
$2.26M
Net Calls
+$1.99M
Net Calls Change
+$2.3M

Top Buyers

1
ESCM
Echo Street Capital Management
New York
+$17.9M
2
RIM
Ranger Investment Management
Texas
+$10.3M
3
WEO
William E. Oberndorf
+$7.35M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$7.02M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$3.48M

Top Sellers

1
CRCM
Cat Rock Capital Management
Connecticut
-$13.7M
2
MC
Menta Capital
California
-$5.28M
3
TA
Teachers Advisors
New York
-$5.24M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$4.84M
5
Renaissance Technologies
Renaissance Technologies
New York
-$4.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
51
O'Shaughnessy Asset Management
Connecticut
$1.39M -$471K -7,037 -29%
JP Morgan Chase
52
JP Morgan Chase
New York
$1.39M +$841K +12,579 +257%
GC
53
Globeflex Capital
California
$1.38M +$180K +2,685 +18%
RJA
54
Raymond James & Associates
Florida
$1.35M +$1.14M +17,062 New
PPA
55
Parametric Portfolio Associates
Washington
$1.15M +$4.15K +62 +0.4%
RG
56
Rathbones Group
United Kingdom
$1.09M – – –
ZIM
57
Zacks Investment Management
Illinois
$1.09M – – –
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$941K -$10K -150 -1%
UCFA
59
United Capital Financial Advisors
Texas
$861K – – –
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$847K -$4.84M -72,312 -87%
UBS Group
61
UBS Group
Switzerland
$814K -$213K -3,184 -24%
AIG
62
American International Group
New York
$791K -$21.5K -322 -3%
Simplex Trading
63
Simplex Trading
Illinois
$751K +$633K +9,460 New
Principal Financial Group
64
Principal Financial Group
Iowa
$734K +$215K +3,222 +54%
SRAM
65
Stone Ridge Asset Management
New York
$712K – – –
CANY
66
Caxton Associates (New York)
New York
$585K +$493K +7,366 New
Millennium Management
67
Millennium Management
New York
$578K -$1.19M -17,796 -71%
MIM
68
MetLife Investment Management
New Jersey
$546K – – –
ACM
69
AlphaCrest Capital Management
New York
$524K +$441K +6,600 New
VOYA Investment Management
70
VOYA Investment Management
Georgia
$521K – – –
ISL
71
Ingalls & Snyder LLC
New York
$516K +$16.5K +247 +4%
SO
72
STRS Ohio
Ohio
$508K -$361K -5,400 -46%
D.E. Shaw & Co
73
D.E. Shaw & Co
New York
$496K -$335K -5,013 -45%
EAM
74
Evanson Asset Management
California
$476K – – –
CEP
75
Chicago Equity Partners
Illinois
$459K -$2.35M -35,130 -86%
1 2
3
4 5

APPF Hedge Fund Activity: Q1 2019 in Review

133 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q1 2019, worth a combined $842M — up 36% from $620M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new APPF positions and 14 closed out — a net gain of 14 holders — while 43 added to existing stakes and 38 trimmed.

The largest buyer was Echo Street Capital Management, adding an estimated $17.9M. The largest seller was Cat Rock Capital Management, exiting entirely with an estimated $13.7M sold.

  • 133 institutional investors held AppFolio (APPF) as of Q1 2019, up from 120 in Q4 2018.
  • Funds reported $842M of AppFolio stock for Q1 2019, up 36% quarter-over-quarter.
  • 28 funds opened new AppFolio positions in Q1 2019 and 14 closed out, a net change of +14 holders.
  • The largest AppFolio buyer in Q1 2019 was Echo Street Capital Management, an estimated $17.9M added.
  • The largest AppFolio seller in Q1 2019 was Cat Rock Capital Management, an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2019.